Topics covered: The selection process, The market turmoil, Technological innovation, Risk Management, Price discovery, Predictability, Potential holdings, Portfolio construction, Medical devices, Government spending, Experienced management, Deal velocity, Cyclicality, Capital intensity
Topics covered: Tough economic environment, The recession resistant industry, The construction market, Solid waste, Renewable portfolio standards, Organic growth, New energy capacity, Integration synergies, Healthy pricing, Distributed sources
Topics covered: Winners and losers, Stocks picks, Shortage of cash, Regulatory outlook, R&D spending outlook, Potential acquisition targets, Negative financing environment, More generic drug usage, Molecular diagnostics growth area, Missed PDUFA dates, M&A Activity, IPO window, Investor interest, Follow-on biologics, FDA Approval Process, Expectation of more bankruptcies, Cost containment measures, Big Pharma interest in acquisitions, Activist shareholder action
Topics covered: Tough industry conditions, The stimulus package, The installed system price, Technical breakthroughs, Solar energy generation, Potential liquidity issues, Policy and technology improvement, Near-term volatility, Long-term secular growth trend, Electric costs, Commodity weakness, Changing business models, Buying opportunities
Topics covered: The profit opportunities, The measurement of quality, The housing market, The competitive landscape, Return on capital, Reimbursement risk, Pricing power, Market capitalization, Management Teams, Healthcare costs, Growth characteristics, Geographic diversity, Customer loyalty, Business models, Barriers to entry
